Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
71 results found
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Ability to delete Default Key Fields
Ability to delete or otherwise restrict access to the <Default Key Fields>. Otherwise allow edit of the name so this can be re-purposed.
119 votes -
We want to be able to do a backup of our CRM Live database on our own computers at our office.
Provide a way for us to backup our database on our hard drives in our office. Do not like having something so valuable only accessible via someone else's cloud based servers.
89 votes -
Print Labels
Like in the old versions, you could right click on a contact and select print label, where their basic information was printed out on a pre-determined size label sheet. Now printing labels requires a label template document with merge fields that has to be done every time.
69 votesThis will be done via the Microsoft Word Add-In for Maximizer CRM Live and Maximizer Web Access Group and Enterprise Edition!
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53 votes
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Ability to backup Maximizer Live
I used Maximizer Enterprise for years and one of the great features was the ability to backup the entire data base and store it remotely. I experimented with Sugar CRM this past year and they do not allow you to back it up. Only they can back it up. Well... my data got scrambled in Sugar and there was no backup (backup was scrambled. Now back to Maximizer Live and really like it but we need to be able to back it up locally. Depending on the cloud to backup your data is very risky.
49 votes -
Browser Support
Support for Apple Safari browser in Maximizer CRM Live. Please indicate a timeline for this.
47 votes -
Maximizer CRM Live - Exporting Notes To Spreadsheet - .csv or .xlsx
if I export a contact list from the Maximizer CRM Live Address Book under my column set-ups into an Excel Spreadsheet, sometimes I would also like to be able to export all the Maximizer ‘Notes’ for those contacts. In our business, the notes are extremely important.
29 votes -
Automatic capitalization for creating entries and contacts
Automatic capitalization for quickly entering new companies and contacts as per the postal code. This is a feature that was always there in all the previous versions of Maximizer.
25 votes -
Add Hotlist task Category field to column view
The Category field in Hotlist tasks is a very useful field but is not available to add to Column views in Hotlist. For users with a large number of tasks outstanding the ability to sort their list by Category would be extremely helpful.
25 votes -
Add a Suburb Line
Add a Suburb Line under the Address (Some addresses are too long to fit in the current address lines)
eg:
Address Line 1
Address Line 2
Suburb
City/Town
State/Province
Country
Zip/Postal Code24 votes -
Loss of column setup option in contact / company search dialogs. Can this be added back?
Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.
Like
- Add opportunity contact
- Add opportunity competitors
- Add opportunity partners
- Add case contactFor some customers the basic fields in the default column view used in this dialog are not enough to find the correct record
16 votes -
Make the UDF Add Items feature a dynamic grid instead of loading a separate screen
Adding multiple items to a Table UDF is a very slow process when you have to wait through each reload of the Items screen and the New Item screen. Switch to either a more dynamic grid object or create a multi-item add option that can take a larger number of values in one go.
15 votes -
Update "Date last contacted" when email saved
If the sent/received date of an email saved to Maximizer is more recent than the contact's Date last contacted value, update the value, matching on email address in the Address Book regardless of what type of entry the email was saved to.
13 votes -
Improve the email client
Improve the CRM Live email client. The space formatting is not maintained when adding additional information to templates.
13 votes -
Search leads option when saving email
Add a "Search leads" option when using the Outlook add-in "Save to Lead" function, for saving an email to an existing lead where the email addresses do not match. Similar to when saving to contacts, opportunities and cases.
12 votes -
Input specific dates for action plan activities, rather than number of days from start date
For us, each action plans differs for each opportunity and the number of days from start date for each activity varies for each opportunity. Would like to be able to schedule an action plan by inputting specific dates for activities, and not having to calculate number of days from start date.
12 votes -
"Replace" Function For User-Defined Fields
An option to replace an already made field, keeping the same name but changing the field type.
Without the need to delete, re creating it and re adding it to an contact key field.
11 votes -
Associate Key Fields with Advance Search results
I can associate a column view with a catalog search result but I cannot associate a Key Field view with the search result.
I have a catalog search, I can associate the column view with that search result but the Key Fields are not sticky. I would like to have multiple catalog searches and assign each one its own column view and key field listing so that the person entering the information will always see the same key field list every time they pull up that catalog search.
11 votes -
Don't add extra lines between paragraphs when copying text into note
Extra line spaces should not be added to notes when they are being copied from another program (like an email) into notes
10 votes -
If we could save excel files to Maximizer the way we are able to save word documents.
I open between 6 and 10 excel files each week. Make small changes then the process, <save to desktop> <open address book entry> <drag into documents> <save> <then back to desktop to delete the file>. Yet with word we can just save the word document to the address book entry, one step instead of five.
10 votes
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